CFFP
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Center for Financial Planning’s Eversource Energy ES Stock Holding History

Center for Financial Planning’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$108K Hold
1,488
– – 0.01% 232
2026
Q1 		$103K Sell
1,488
-160
-10% -$11.3K 0.01% 228
2025
Q4 		$111K Hold
1,648
– – 0.01% 215
2025
Q3 		$117K Hold
1,648
– – 0.01% 213
2025
Q2 		$105K Sell
1,648
-155
-9% -$9.55K 0.01% 215
2025
Q1 		$112K Hold
1,803
– – 0.01% 195
2024
Q4 		$104K Hold
1,803
– – 0.01% 193
2024
Q3 		$123K Hold
1,803
– – 0.02% 176
2024
Q2 		$102K Hold
1,803
– – 0.01% 179
2024
Q1 		$108K Sell
1,803
-230
-11% -$13.2K 0.02% 177
2023
Q4 		$125K Sell
2,033
-450
-18% -$25.9K 0.02% 157
2023
Q3 		$144K Hold
2,483
– – 0.03% 149
2023
Q2 		$176K Sell
2,483
-871
-26% -$64.9K 0.04% 139
2023
Q1 		$262K Buy
3,354
+807
+32% +$63.7K 0.06% 117
2022
Q4 		$214K Hold
2,547
– – 0.05% 127
2022
Q3 		$199K Hold
2,547
– – 0.05% 120
2022
Q2 		$215K Hold
2,547
– – 0.05% 120
2022
Q1 		$225K Hold
2,547
– – 0.05% 125
2021
Q4 		$232K Sell
2,547
-500
-16% -$43K 0.05% 123
2021
Q3 		$249K Hold
3,047
– – 0.06% 111
2021
Q2 		$244K Hold
3,047
– – 0.06% 113
2021
Q1 		$264K Hold
3,047
– – 0.07% 106
2020
Q4 		$264K Hold
3,047
– – 0.07% 101
2020
Q3 		$255K Hold
3,047
– – 0.08% 96
2020
Q2 		$254K Hold
3,047
– – 0.09% 95
2020
Q1 		$238K Hold
3,047
– – 0.08% 101
2019
Q4 		$259K Buy
+3,047
New +$253K 0.06% 99

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Center for Financial Planning's ES Position: Q2 2026 in Review

Center for Financial Planning held its Eversource Energy (ES) position steady in Q2 2026 at 1,488 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #232.

Center for Financial Planning first reported a position in ES in Q4 2019 and has held it in 27 quarters since. The position peaked at $264K in Q1 2021. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Center for Financial Planning held 1,488 shares of Eversource Energy worth $108K as of Q2 2026.
  • Center for Financial Planning left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #232 holding.
  • Center for Financial Planning first reported a position in Eversource Energy in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Eversource Energy position peaked at $264K in Q1 2021.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.